HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$92.1K
2
+$79.6K
3
+$75.8K
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$66.2K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$58.5K

Top Sells

1
+$1.9M
2
+$1.12M
3
+$275K
4
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$260K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$232K

Sector Composition

1 Industrials 16.55%
2 Technology 15.53%
3 Healthcare 11.02%
4 Consumer Staples 10.17%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K ﹤0.01%
110
277
$13K ﹤0.01%
70
278
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117
279
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240
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$12K ﹤0.01%
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58
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$11K ﹤0.01%
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$11K ﹤0.01%
130
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$11K ﹤0.01%
235
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$11K ﹤0.01%
836
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$11K ﹤0.01%
675
291
$11K ﹤0.01%
250
292
$11K ﹤0.01%
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$11K ﹤0.01%
55
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$10K ﹤0.01%
+190
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297
$10K ﹤0.01%
40
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$9K ﹤0.01%
+249
299
$9K ﹤0.01%
173
300
$9K ﹤0.01%
40
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